Cliff Asness's AWI Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 961,185 shares of Armstrong World Industries, Inc. (AWI) worth $183.68 M, representing 0.10% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in AWI, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 348,327 shares. Largest reduction occurred in Q3 2019, reducing 198,929 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Armstrong World Industries (AWI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Armstrong World Industries (AWI) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +69,849 | Add 7.84% | 961,185 | $191.10 |
| Q3 2025 | +348,327 | Add 64.15% | 891,336 | $194.96 |
| Q2 2025 | +294,646 | Add 118.64% | 543,009 | $162.44 |
| Q1 2025 | +118,830 | Add 91.74% | 248,363 | $138.09 |
| Q4 2024 | -18,590 | Reduce 12.55% | 129,533 | $141.33 |
| Q3 2024 | +32,823 | Add 28.47% | 148,123 | $130.31 |
| Q2 2024 | +13,687 | Add 13.47% | 115,300 | $113.24 |
| Q1 2024 | -67,460 | Reduce 39.90% | 101,613 | $124.22 |
| Q4 2023 | -39,477 | Reduce 18.93% | 169,073 | $98.32 |
| Q3 2023 | +64,937 | Add 45.22% | 208,550 | $72.00 |
| Q2 2023 | +96,681 | Add 206.00% | 143,613 | $73.46 |
| Q1 2023 | +20,728 | Add 79.10% | 46,932 | $70.42 |
| Q4 2022 | +2,328 | Add 9.75% | 26,204 | $68.44 |
| Q3 2022 | -28,903 | Reduce 54.76% | 23,876 | $79.24 |
| Q2 2022 | -83,243 | Reduce 61.20% | 52,779 | $74.08 |
| Q1 2022 | +121,312 | Add 824.69% | 136,022 | $90.01 |
| Q4 2021 | +10,570 | Add 255.31% | 14,710 | $115.23 |
| Q3 2021 | +706 | Add 20.56% | 4,140 | $95.41 |
| Q2 2021 | +743 | Add 27.61% | 3,434 | $107.16 |
| Q1 2021 | -7,066 | Reduce 72.42% | 2,691 | $89.93 |
| Q4 2020 | -6,410 | Reduce 39.65% | 9,757 | $73.49 |
| Q3 2020 | -8,627 | Reduce 34.79% | 16,167 | $68.78 |
| Q2 2020 | -170,739 | Reduce 87.32% | 24,794 | $75.18 |
| Q1 2020 | -146,004 | Reduce 42.75% | 195,533 | $79.42 |
| Q4 2019 | -172,087 | Reduce 33.50% | 341,537 | $93.97 |
| Q3 2019 | -198,929 | Reduce 27.92% | 513,624 | $96.70 |
| Q2 2019 | -87,092 | Reduce 10.89% | 712,553 | $97.20 |
| Q1 2019 | +59,598 | Add 8.05% | 799,645 | $79.42 |
| Q4 2018 | +200,397 | Add 37.13% | 740,047 | $58.21 |
| Q3 2018 | -70,195 | Reduce 11.51% | 539,650 | $69.60 |
| Q2 2018 | +210,056 | Add 52.54% | 609,845 | $63.20 |
| Q1 2018 | +326,173 | Add 443.07% | 399,789 | $56.30 |
| Q4 2017 | +73,616 | New Buy | 73,616 | $60.54 |
| Q4 2016 | -77,219 | Sold Out | 0 | $0.00 |
| Q3 2016 | -65,663 | Reduce 45.96% | 77,219 | $41.32 |
| Q2 2016 | +684 | Add 0.48% | 142,882 | $39.15 |
| Q1 2016 | +86,993 | Add 157.58% | 142,198 | $48.37 |
| Q4 2015 | +44,767 | Add 428.88% | 55,205 | $45.74 |
| Q3 2015 | +10,438 | New Buy | 10,438 | $47.71 |
| Q4 2014 | -15,142 | Sold Out | 0 | $0.00 |
| Q3 2014 | -52,000 | Reduce 77.45% | 15,142 | $56.00 |
| Q2 2014 | +900 | Add 1.36% | 67,142 | $57.43 |
| Q1 2014 | -40,100 | Reduce 37.71% | 66,242 | $53.24 |
| Q4 2013 | +25,700 | Add 31.87% | 106,342 | $57.61 |
| Q3 2013 | -20,364 | Reduce 20.16% | 80,642 | $54.96 |
| Q2 2013 | +101,006 | Add 0.00% | 101,006 | $47.79 |
| Q4 2012 | +159,723 | Add 0.00% | 159,723 | $50.73 |
Cliff Asness's Armstrong World Industries Investment FAQs
Cliff Asness first purchased Armstrong World Industries, Inc. (AWI) in Q4 2012, acquiring 159,723 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Armstrong World Industries, Inc. (AWI) for 48 quarters since Q4 2012.
Cliff Asness's largest addition to Armstrong World Industries, Inc. (AWI) was in Q3 2025, adding 891,336 shares worth $173.77 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 961,185 shares of Armstrong World Industries, Inc. (AWI), valued at approximately $183.68 M.
As of the Q4 2025 filing, Armstrong World Industries, Inc. (AWI) represents approximately 0.10% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Armstrong World Industries, Inc. (AWI) was 961,185 shares, as reported at the end of Q4 2025.